French Bulldog 2 Release Notes
AccountingSuite™ Release Updates
New Features
Reports and more!
We listen to our customers. You wanted it and we have brought it back...
the previous version of the Income Statement!
Now you have a standard version AND a comparative, variance analysis version!
Emailed Reports now have a field for a "From" e-mail address --->
Now emails sent from AccountingSuite™ will show they are coming from the user, and can be changed adding flexibility.
New and improved Bank reconciliation user interface and messaging.
Duplicates Search and Delete Tool is now available for all Editions.
New seamless two-way integration between Zoho CRM and AccountingSuite™!
We have created a Zoho CRM extension that guides users to easily set up and install the integration on the Zoho CRM side.
Sales Invoice for DropShip Delivery uses Vendor for “Ship From” when DropShip box is checked.
Cloud Banking
New Uploading Wizard for CSV Bank Uploads!
Easily maps with description, date, amount, and check number.
It finds and highlights incorrect items in the CSV file, then you have the option to exclude them from the import.
Works with all current parameters: Upload start date and Editions.
Serial Numbers for Inventory just got a massive upgrade!
A new Serial Numbers catalog can now track Serial Numbers data throughout the system! It updates all related documents and fields.
Items now have a serial number grid in the Item Card that shows serial number history and use.
Sales and Purchase documents now check the balance/quantity on hand of Serial Numbers when entering a quantity on each line.
Serial Numbers that were entered on previous lines are greyed out - safeguarding you from reusing them.
Serial Numbers now have detailed information for the user to track and analyze trends. These are: Condition, Last increase, Last cost, Last decrease, Last price, Return discount %, New price, and any related Notes. This information will enable better and more informed inventory item decisions.
Users can now generate new Serial Numbers right from the Serial Numbers Selection Form!
See how CustomBooks™ can support your accounting and inventory workflow
If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.
Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.
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